Project and Portfolio Management
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
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Presence MOD009D2A

Video Tutorial

Information

  • The Presence module is a dialog module for the recording of presence time in the course of general time recording in the Time Recording module.

Procedure

  • Hours/durations in the Presence dialog module are displayed/recorded by the day.

    • When the module is opened, the current day is always displayed by default, or, if you jump to another week, Monday is displayed.

  • The module is divided into two areas.

    • Presence times

      • Here, actual hours or a duration are recorded.

      • When the module is opened, there is an empty record in this area each for the recording of presence and break.

        • Record presence

          • To do so, enter the required time in the Start and End fields in the presence record. The duration of the presence is automatically calculated from it.

        • Record breaks

          • Option 1

            • A break can be recorded as a duration value or as a start-end time value. In the second case, the respective duration is calculated automatically.

            • The break value will automatically be subtracted from the presence value and the thus adjusted presence sum value is displayed at the top of the module.

          • Option 2

            • Multiple presence entries with start-end are recorded and time intervals are left between the entries which will be considered as breaks.

        • Further presence time and/or breaks

          • To record further presence time or breaks, click on the plus button in the Presence time area and select a time recording type in the Type field in the new record (e.g. presence, break, etc.). Subsequently, record the times as described above.

    • Fixed amounts

      • Here, e.g. travel or overnight accommodation fees are recorded.

      • Here, no empty records are contained by default when the module is opened. To create new records, click on the plus button in the Fixed amounts area.

        • Select the required fixed amount in the Type field.

        • Select project and task for which a fixed amount is to be recorded.

        • Activate the Billable checkbox if the standard value is to be invoiced to the customer.

      • To insert further records, click on the plus button in the Fixed amounts area.

    • In both areas you can write a comment for each entry.

Notes

  • The recorded time in the presence entries (records) must not overlap.

  • Records with break which were recorded with start-end must not overlap either.

  • Break records with start-end must be on the same day within the recorded absence period.

    • Example: If a presence with 09:00-12:00 has been recorded, a record with break from 11:30-12:30 is not valid.

  • In the case of time overlapping or breaks outside the presence period, respective messages are displayed.

Details

  • The values recorded in the Presence module will subsequently be summed up as a daily value in the Time Recording module directly below the time scale and as a weekly value next to the Present heading.